RWM
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Ritholtz Wealth Management’s Shopify SHOP Stock Holding History

Ritholtz Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.87M Sell
32,601
-155
-0.5% -$20.4K 0.07% 215
2025
Q4 		$5.27M Buy
32,756
+3,268
+11% +$525K 0.1% 136
2025
Q3 		$4.38M Buy
29,488
+1,552
+6% +$210K 0.09% 152
2025
Q2 		$3.22M Buy
27,936
+4,782
+21% +$478K 0.07% 185
2025
Q1 		$2.21M Sell
23,154
-6,752
-23% -$736K 0.07% 230
2024
Q4 		$3.18M Buy
29,906
+2,951
+11% +$287K 0.09% 142
2024
Q3 		$2.16M Buy
26,955
+7,879
+41% +$544K 0.07% 213
2024
Q2 		$1.26M Sell
19,076
-2,222
-10% -$147K 0.04% 295
2024
Q1 		$1.64M Buy
21,298
+8,765
+70% +$692K 0.06% 234
2023
Q4 		$976K Buy
12,533
+2,213
+21% +$141K 0.04% 324
2023
Q3 		$563K Buy
10,320
+763
+8% +$46.2K 0.03% 429
2023
Q2 		$617K Buy
9,557
+2,603
+37% +$147K 0.03% 385
2023
Q1 		$333K Buy
+6,954
New +$306K 0.02% 492
2022
Q4 		– Sell
-8,365
Closed -$225K – 715
2022
Q3 		$225K Buy
+8,365
New +$285K 0.01% 634
2022
Q2 		– Sell
-6,330
Closed -$428K – 598
2022
Q1 		$428K Sell
6,330
-1,000
-14% -$82.1K 0.03% 335
2021
Q4 		$1.01M Buy
7,330
+430
+6% +$62.8K 0.06% 168
2021
Q3 		$935K Buy
6,900
+520
+8% +$77.9K 0.06% 155
2021
Q2 		$932K Buy
6,380
+720
+13% +$88.7K 0.07% 152
2021
Q1 		$626K Buy
5,660
+1,430
+34% +$173K 0.05% 175
2020
Q4 		$479K Buy
4,230
+1,400
+49% +$147K 0.05% 173
2020
Q3 		$290K Buy
2,830
+570
+25% +$56.7K 0.03% 213
2020
Q2 		$215K Buy
+2,260
New +$157K 0.03% 231

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ritholtz Wealth Management's SHOP Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Shopify (SHOP) stake by 0.47% in Q1 2026, selling an estimated $20.4K and leaving 32,601 shares worth $3.87M. The position accounts for 0.07% of the portfolio, ranked #215.

Ritholtz Wealth Management first reported a position in SHOP in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.27M in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Ritholtz Wealth Management held 32,601 shares of Shopify worth $3.87M as of Q1 2026.
  • Ritholtz Wealth Management sold 155 Shopify shares in Q1 2026, an estimated $20.4K.
  • Shopify made up 0.07% of Ritholtz Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Ritholtz Wealth Management first reported a position in Shopify in Q2 2020 and has held it in 22 quarters since.
  • Ritholtz Wealth Management's Shopify position peaked at $5.27M in Q4 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.